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Technology Stocks : Anadigics(ANAD) - Is anyone following this Company? -- Ignore unavailable to you. Want to Upgrade?

To: Condo who wrote (1002)	10/24/2000 2:58:12 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 1079

Hi guys! ANAD is certainly the cheapest on a price to book and price to sales ratio. Broadband is growing wildly, if they can just reduce exposure ERICY's handsets, ANAD would win back some of the Street crowd. Sorry to plug AHAA, but on the last CC they upped estimates for the year to a 85% YoY operating income growth ending March 2001. They are currently trading at a 58% discount to the new growth rate. So while ANAD may have some short-term credibility issues, the 2nd cheapest GaAs stock, AHAA, executing flawlessly. I think the GaAs arena overall should have many years of great growth ahead, there is room for many winners, although RFMD's business does not seem as rock-solid as it was, I bet TQNT has been taking NOK share away from them, and AHAA should have a GaAs switch order from NOK within 6 months. Cheers, Tom